Jobs
Conversational job creation
Create clients and jobs through chat-based instructions, assign job numbers, and build repeatable job sequences.
Platform
Features and day-to-day operation
Obsidian Core™ is the application you work in. It stores structured business records in a managed private Vault on your deployment drive—while you operate through the app, not by digging through folders by hand.
Operational status
Deployment requests are currently accepted on a limited basis. Each install is configured around that business’s workflow and pricing rules.
Capabilities
What you can do in the application
Files
Upload and file organization
Organize uploaded photos, PDFs, contracts, receipts, and other records into the proper job locations. Flag missing information before work advances.
Pricing
Business pricing profiles
Use profiles with services, rates, minimum charges, deposits, markups, travel fees, taxes, payment terms, exclusions, and change-order rules for that business.
Documents
Document generation
Produce estimates, work orders, contracts, change orders, invoices, receipts, completion documents, and customer-facing PDFs.
Lifecycle
Document status tracking
Track documents through draft, approval, signature, signed, issued, paid, and completed states.
Signatures
Signature workflow
Export signature-ready documents and import signed copies so the job record stays current.
Money
Owner ledger and job closeout
Track payments, expenses, job profit, owner draws, retained funds, and monthly or yearly totals. Close completed jobs while preserving documents, financial records, and history.
Exports
Controlled local exports
Produce local exports when you need records outside the application—without turning the Vault into a shared public drive.
Local storage
Structured private Vault
The Vault holds structured records for intake, clients, jobs, implementations, contractors, finance, generated documents, audit logs, and quarantined or unresolved material. You work in the application; the Vault stays managed for you.
Operating modes
Base Mode and optional Core AI Mode
Core office work does not require a local AI model. Optional local assistance can help with summaries and drafting—it is support, not the product itself.
Always available
Base Mode
Works without a local AI model for job creation, upload organization, templates, PDFs, checklists, file cataloging, and other deterministic workflows.
Optional
Core AI Mode
Uses an optional local model for file summaries, job briefs, phased work plans, scope drafts, missing-information flags, and other assisted office-management tasks.